SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)234,401,409.0
- RAUM (discretionary)234,401,409.0
- Actionable assets232,398,545.0
- Accounts (total)165.0
Institutional Clients
- Government AUM—
- Pension AUM—
- Charitable AUM4,091,431.0
- HNW AUM228,307,114.0